+83.3%
AKR vs VT
+374.2%
-290.9%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | +0.1% |
| 7D | -2.1% | +0.4% | -2.5% | -2.5% |
| 30D | -5.6% | +1.0% | -6.6% | -6.6% |
| 3M | -6.6% | +2.4% | -9.0% | -9.5% |
| 6M | -2.9% | +12.0% | -14.9% | -14.3% |
| YTD | +0.8% | +15.3% | -14.6% | -14.0% |
| 1Y | +4.9% | +22.6% | -17.7% | -16.2% |
| 3Y | +52.9% | +74.7% | -21.8% | -15.5% |
| 5Y | +16.7% | +66.1% | -49.4% | -31.8% |
| 10Y | -19.5% | +225.0% | -244.5% | -75.8% |
| All | +83.3% | +374.2% | -290.9% | -68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling